Position in EIX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$344,703
+$61,204 QoQ
Shares Held
4,630
+19.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#710
of 1,069 holders
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Continuum Advisory, LLC holds $11,311,930 across 27 Utilities - Regulated Electric names. EIX ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
35,181 | $4,040,889 | |
| 2 | NEE |
Nextera Energy Inc
|
13,980 | $1,227,024 | |
| 3 | IDA |
Idacorp Inc
|
6,956 | $1,052,442 | |
| 4 | DUK |
Duke Energy CORP
|
6,445 | $815,808 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,954 | $540,946 | |
| 6 | D |
Dominion Energy, Inc
|
6,764 | $461,913 | |
| 7 | ES |
Eversource Energy
|
5,739 | $414,757 | |
| 8 | SO |
Southern Co
|
3,658 | $350,107 |
All Filings in EIX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,703 | 4,630 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $283,499 | 3,874 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $259,526 | 4,324 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $336,256 | 5,707 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $410,696 | 5,144 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $434,927 | 4,994 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $479,331 | 6,675 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $468,727 | 6,627 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $687,376 | 9,615 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $556,065 | 8,786 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $592,616 | 8,533 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $547,143 | 7,751 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $486,629 | 7,649 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $314,132 | 5,552 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $341,685 | 5,403 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||